Jacob A. Mcdonald

SECURE FINANCIAL MANAGEMENT

SAN ANTONIO, TX 78249

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CRD#: 7254265

Professional summary

Jacob Alan Mcdonald, CFP® is a registered financial advisor currently at SECURE FINANCIAL MANAGEMENT located in San Antonio, Texas.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jacob has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Alan Mcdonald's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

June 20, 2020 - Present

SECURE FINANCIAL MANAGEMENT

Office #1: 4630 De Zavala Rd, San Antonio, TX 78249

RIA

CRD#: 169278

SAN ANTONIO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SECURE FINANCIAL MANAGEMENT

KIRKWOOD FINANCIAL SERVICES | SECURE FINANCIAL MANAGEMENT | KIRKWOOD FINANCIAL SERVICES, LLC

CRD#: 169278 / SEC#: 801-120719

RIA

Registered Investment Advisory firm - (4/6/2021 Approved)

Texas

Registered Investment Advisory firm - (4/6/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(6/20/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/20/2020

Uniform Investment Adviser Law Examination

Current Firm

SECURE FINANCIAL MANAGEMENT

KIRKWOOD FINANCIAL SERVICES | SECURE FINANCIAL MANAGEMENT | KIRKWOOD FINANCIAL SERVICES, LLC

CRD#: 169278 / SEC#: 801-120719

RIA

Registered Investment Advisory firm - (4/6/2021 Approved)

Texas

Registered Investment Advisory firm - (4/6/2021 Terminated)

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Contact information

Main Address

4630 De Zavala Rd, San Antonio, TX 78249

Mailing Address

Phone number

(210) 428-6250

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KIRKWOOD FINANCIAL ADV PART 2A BROCHURE - MARCH 2025 (3/3/2025)

Regulatory assets under management

Total Number of Accounts	621
AUM (Assets Under Management)	$ 313,694,939

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jacob A. Mcdonald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Alan Mcdonald's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURE FINANCIAL MANAGEMENT

Primary Firm SEC Registration

SECURE FINANCIAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 6/20/2020

Current Firm

SECURE FINANCIAL MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SECURE FINANCIAL MANAGEMENT

TRUST BUT VERIFY

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